Overview
This fully remote Financial Analyst role supports the Longwood, FL office and requires a Bachelor's degree with at least 2 years of financial-related experience. Strong proficiency in Microsoft Excel is essential.
Note: Candidates residing within 50 miles of a branch location may be required to work onsite occasionally in a hybrid capacity to meet specific business needs. Remote work requires a dedicated, distraction-free workspace and is not intended to accommodate childcare, elder care, or other personal responsibilities during working hours.
Responsibilities
- Track and report monthly producer metrics including gross revenue, new business, and lost business activity.
- Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations.
- Track and analyze individual producer performance related to earn-out structures and payout triggers.
- Monitor and report on ramping producers' performance, identifying trends and variances against expectations.
- Develop and deliver organizational KPIs and performance metrics related to producer activity and outcomes.
- Collaborate with the Data Analytics team to design and maintain Power BI dashboards for real-time visibility into producer performance.
- Analyze data trends and provide actionable insights to support business planning and performance improvement initiatives.
- Assist with cash flow forecasting related to producer equity programs and compensation structures.
- Support analysis of cap table implications and financial impacts associated with producer equity programs.
- Participate in internal and external professional development opportunities.
Requirements
- Bachelor’s degree in Finance, Business Administration, or a related analytical field preferred.
- Minimum of 2 years of experience in financial analysis or data analytics.
- Advanced proficiency in Microsoft Excel.
- Experience with reporting and analytics platforms; Power BI experience preferred.
- Strong analytical, research, and problem-solving skills.
- Excellent organizational and prioritization abilities to manage multiple priorities.
- Outstanding verbal and written communication skills.
- Ability to work independently with high accuracy and attention to detail.
Compensation & Benefits
- Salary range: $65,000 to $85,000 per year, depending on experience, skills, and geographic location.
- Competitive salaries with bonus potential.
- Company-paid health insurance.
- Paid holidays, vacation, and sick time.
- 401(k) plan with employer match.
- Opportunities for professional growth and career progression.
- Supportive work environment promoting work/life balance.
- Commitment to community service.
Application Process
- 30-minute phone screen.
- Online assessments.
- Interviews.
Location
Fully remote position supporting the Longwood, FL office. Candidates within 50 miles of a branch may be required to work onsite occasionally in a hybrid capacity.